Lloyd Advisory Services, Llc. Spdr Ser Tr Msci Usa Strategic Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding QUS
# of Institutions
183Shares Held
7.48MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$223 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX585KShares$90.3 Million17.67% of portfolio
-
Sfmg, LLC517KShares$79.9 Million6.53% of portfolio
-
Private Advisor Group, LLC405KShares$62.6 Million0.4% of portfolio
-
Envestnet Asset Management Inc339KShares$52.3 Million0.02% of portfolio